Running a non-bank lending operation in the US means more than just processing loans—it requires real-time data, rigorous regulatory reporting, and scalable digital platforms to keep pace with market demand. With legacy systems, spreadsheets, and siloed workflows creating delays and risk, this NBFC needed an ERP-driven transformation for the next stage of growth.

This case study explores how a cloud ERP rollout, end-to-end process automation, and robust integration delivered faster loan cycles, airtight compliance, and readiness for digital product innovation. Key takeaways include:

• How phased deployment minimized business disruption across lending, collections, and risk teams
• Why process automation and integration accelerated approvals and reduced loan origination costs
• The impact of unified data and workflow controls on CFPB, state, and internal audit-readiness